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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 hedge funds and large institutions have $3.86B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Personal Capital Advisors
California
$325M
2
LPL Financial
LPL Financial
California
$252M
3
3AM
3EDGE Asset Management
Florida
$112M
4
Bank of America
Bank of America
North Carolina
$156M
5
BlackRock
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$1.49M
2
Ameriprise
Ameriprise
Minnesota
$479M
3
WA
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.48M
5
EC
Estate Counselors
Wisconsin
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$859K +$859K +8,135 New
CA
227
Continuum Advisory
Idaho
$858K +$221K +2,089 +35%
BU
228
BBVA USA
Alabama
$830K -$49.1K -465 -6%
AFAS
229
Acorn Financial Advisory Services
Virginia
$828K +$217K +2,051 +35%
CAN
230
Cetera Advisor Networks
California
$824K +$553K +5,231 +204%
GCA
231
Gradient Capital Advisors
California
$792K -$48.2K -456 -6%
PWA
232
Physician Wealth Advisors
Utah
$772K +$57.8K +547 +8%
NWM
233
Northwest Wealth Management
Iowa
$754K +$13.6K +129 +2%
CWA
234
Clearview Wealth Advisors
Oregon
$747K +$158K +1,501 +27%
LWANC
235
Laurel Wealth Advisors (North Carolina)
North Carolina
$740K +$528 +5 +0.1%
MWM
236
Meridian Wealth Management
Kentucky
$716K +$187K +1,773 +35%
GC
237
Gratus Capital
Georgia
$705K -$715K -6,771 -50%
MCG
238
McCollum Christoferson Group
New York
$692K +$111K +1,050 +19%
SS
239
Simplicity Solutions
Minnesota
$688K +$688K +6,511 New
GRP
240
Global Retirement Partners
California
$687K +$216K +2,045 +46%
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$672K – – –
CA
242
CGN Advisors
Kansas
$672K +$528 +5 +0.1%
AO
243
Advisor OS
Illinois
$659K +$10.1K +96 +2%
SGCA
244
Steel Grove Capital Advisors
Tennessee
$655K -$347K -3,287 -35%
CF
245
Clarity Financial
Texas
$653K -$51.5K -487 -7%
FANJ
246
Financial Architects (New Jersey)
New Jersey
$646K +$364K +3,452 +129%
SAM
247
Strategy Asset Managers
California
$635K +$9.2K +87 +1%
PP
248
Prudential plc
United Kingdom
$634K -$16.9K -160 -3%
3F
249
360 Financial
Minnesota
$634K – – –
PFA
250
Pure Financial Advisors
California
$611K -$10.1K -96 -2%
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10
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